PWAG
CFG icon

Polaris Wealth Advisory Group’s Citizens Financial Group CFG Stock Holding History

Polaris Wealth Advisory Group’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-97,592
Closed -$3.76M – 193
2018
Q3 		$3.76M Buy
+97,592
New +$3.94M 0.26% 77

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Polaris Wealth Advisory Group's CFG Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Citizens Financial Group (CFG) in Q4 2018, closing a stake of 97,592 shares — an estimated $3.76M sold.

Polaris Wealth Advisory Group first reported a position in CFG in Q3 2018 and held it in 1 quarter. The position peaked at $3.76M in Q3 2018. 631 funds tracked by Wall St. Rank hold CFG as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Citizens Financial Group position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 97,592 Citizens Financial Group shares in Q4 2018, an estimated $3.76M.
  • Polaris Wealth Advisory Group first reported a position in Citizens Financial Group in Q3 2018 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Citizens Financial Group position peaked at $3.76M in Q3 2018.
  • 631 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.